HB Wealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1911253
Atlanta, GA
Position in MRSH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,710,387
-$436,342 QoQ
Shares Held
16,262
-10.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#115
of 534 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $14,106,099 across 8 Insurance Brokers names. MRSH ranks #4 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
9,279 | $3,077,751 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
12,157 | $2,790,882 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
|
103,226 | $2,743,747 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
16,262 | $2,710,387 | |
| 5 | BRO |
Brown & Brown, Inc.
|
22,415 | $1,437,922 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,245 | $848,145 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,105 | $264,923 | |
| 8 | CRD-A |
Crawford & Co
|
20,616 | $232,342 |
All Filings in MRSH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,710,387 | 16,262 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,146,729 | 18,142 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,687,999 | 14,489 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,825,652 | 14,021 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,085,229 | 14,111 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,862,262 | 15,827 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,979,475 | 14,027 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,819,411 | 12,638 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,564,673 | 12,171 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,886,776 | 9,160 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,531,107 | 8,081 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,500,134 | 7,883 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,215,372 | 6,462 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $949,335 | 5,700 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $939,099 | 5,675 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $677,925 | 4,541 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $574,890 | 3,703 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $747,121 | 4,384 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $591,335 | 3,402 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||